[Official] REITs CD tracking thread

[Perisher]

But i have capital loss now!

Yup. That's the other side of the coin.

 

[tiny]

SPH REIT dropped to 0.92 liaos. Ripe liao.

 

[teerance85]

CMT and FCT nearing its NAV.

 

[Denikeve]

My loss on my total shareholdings of Reits drop 15% in value liao.

I wonder if it will drop to 50% hahaha.

 

[supertanweekiat]

What happen to OUE COM Reit..last i saw was 80cent plus?

 

[Denikeve]

This comes up all the time, but actually, First REIT's earnings from Lippo Karawaci are all denominated in SGD. There is currency risk but it falls on the sponsor, not the REIT itself.

I see First Reits major shareholders are doing a buyback spree now. propping up the price?

 

[neolaw]

Any idea with Fraser's hospitality?

It's relatively new

 

[lunafan]

don't get sentimental with your holdings
take profit and preserve your wealth
I'm sure after investing for so many years, the dividend should yield a net gain. Sell and wait for better entry

 

[Bedokian]

Upping this post.

CD season is coming soon.

 

[Dividends Warrior]

Upping this post.

CD season is coming soon.

Yup. Another round of announcements coming this month.

 

[Dyhalt]

Result announcement coming up :

12 Oct 15 : SPH
13 Oct 15 : FirstREIT

 

[wintersonata1234]

Result announcement coming up :

12 Oct 15 : SPH
13 Oct 15 : FirstREIT

Bro Dyhalt

SPH can buy to collect coming dividends at current price Bo?

 

[endlssorrow]

Many of u will tell u is a sunset industry
If u dun mind now certainly is a good price to enter; may not be the lowest but is somewhere near in 2013

 

[Dyhalt]

Bro Dyhalt

SPH can buy to collect coming dividends at current price Bo?

If you think 5.8% dividend yield, 26% leverage & trading at 1:1 price/NAV ratio is good to hold for long term, then yes.

Personally I think REITs overall have over-corrected due to rate hike fear. But will it go lower? possibly with a high probability. I also believe it will be some time before we start to see confidence coming back to REITs to drive up the prices back to where it was in January. But this is not stopping me from loading up some of the well-managed REITs along the way.

In short, invest well-managed REITs (Low debt, good yield & not over exposed to emerging countries) but keep some cash to buy on possible weakness.

 

[harky]

any good shock to hoot?

 

[Slowdown]

Most of the stock on SGX can hoot now. Their prices are SHOCKING!

any good shock to hoot?

 

[Perisher]

any good shock to hoot?

Choose the more defensive ones like CMT, Plife or the Mapletree.... Keppel DC has withstand the storm well too.

 

[Danger21]

some questions to ask...
1st time kena this rights issue (CRT)....
understand that the commencement of rights and trading is on 9th oct...

so if i wan to subscribe to the rights... i can do it only after the trading close right?

 

[Perisher]

some questions to ask...
1st time kena this rights issue (CRT)....
understand that the commencement of rights and trading is on 9th oct...

so if i wan to subscribe to the rights... i can do it only after the trading close right?

Hmm, isn't it that you just apply and your broker will do the rest? Didn't know you need to wait for anything.

 

[wintersonata1234]

If you think 5.8% dividend yield, 26% leverage & trading at 1:1 price/NAV ratio is good to hold for long term, then yes.

Personally I think REITs overall have over-corrected due to rate hike fear. But will it go lower? possibly with a high probability. I also believe it will be some time before we start to see confidence coming back to REITs to drive up the prices back to where it was in January. But this is not stopping me from loading up some of the well-managed REITs along the way.

In short, invest well-managed REITs (Low debt, good yield & not over exposed to emerging countries) but keep some cash to buy on possible weakness.

Bro Dyhalt,

Thanks. How about SPH's mother share. at $3.80, good to buy? I have always wanted to own some sph and told myself if it ever hit $3.80, will buy some to keep.. but this round like so many negative news, still undecided......